WWM

Woodside Wealth Management Portfolio holdings

AUM $134M
1-Year Est. Return 16.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$291K
3
+$120K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$98K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$97.2K

Top Sells

1
+$123K
2
+$107K
3
+$75.5K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$51.1K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$25.8K

Sector Composition

1 Communication Services 5.03%
2 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$95K 0.08%
3,990
52
$75.6K 0.07%
114
53
$51.5K 0.04%
560
54
$46.5K 0.04%
956
+20
55
$45.2K 0.04%
404
56
$45.2K 0.04%
1,786
57
$33.6K 0.03%
99
58
$32.8K 0.03%
132
59
$31.4K 0.03%
163
+26
60
$30.4K 0.03%
240
61
$29.7K 0.03%
221
62
$28.8K 0.02%
711
63
$25.5K 0.02%
1,041
64
$20.5K 0.02%
213
65
$20.1K 0.02%
158
66
$19K 0.02%
140
67
$18K 0.02%
241
68
$17.2K 0.01%
276
69
$16.5K 0.01%
275
70
$15.5K 0.01%
335
71
$12.7K 0.01%
510
72
$9.9K 0.01%
90
73
$7.83K 0.01%
268
74
$7.54K 0.01%
163
75
$7.14K 0.01%
167
1 2
3
4